Why China is betting on big nuclear reactors
China is rapidly expanding its nuclear power capacity with large-scale reactors, significantly increasing its fleet since 2016 and aiming to surpass the US and EU in installed capacity by 2030. This contrasts with the US and France, which have added few new reactors recently and are focusing on smaller, modular designs. Companies like Antares are developing microreactors, attracting investment from both government programs and tech giants hoping to power data centers, though these smaller reactors are still in early development stages. AI
IMPACT Nuclear power expansion, particularly in China, could impact energy availability and cost for AI data centers.